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Search for an Account

Use the Simple Search tab in the Latitude Search - Search for Account window to do simple searches for accounts. You can search using any combination of search criteria. In some cases, you can search phonetically or using a wildcard. You cannot, however, combine simple and advanced search criteria to do a search.

To search for an account

  1. In the Main Menu window, click Work or press Alt + W. The Work Form appears. The Work Form appears.

  2. Do one of the following:

    • Press Ctrl + F.

    • From the Search menu, click Search.

The Latitude Search - Search for Account window appears.

  1. Click the Simple Search tab.

Latitude Search - Search for Account window - Simple Search tab

Note: The search criteria available on this tab depends on the policies set for your user account. For more information, see Permissions and Policies Overview.

  1. Type search criteria into one or more boxes.

Tip: For fewer results, provide more information. For more results, provide less information.

  1. Click Search. The results display on the Search Results tab. If the system doesn't find a match, it displays a message to that effect.

Tip: To clear the search criteria, click Clear, and then in the confirmation dialog box, click Yes. For more information about wildcard searching, click the click here link.

Related Topics

Account Search

Advanced Search

Search Results

Wildcard Search